Business solutions provider Serversys is providing users with a faster and more efficient way to check drivers before test drives.
By integrating its DAVIS licence-checking platform into Dynamics 365 or Power Apps, Serversys can deliver licence checks via DAVIS directly from within the CRM interface.
It already works with manufacturers such as Toyota and Honda to provide a range of business solutions, including the ability to book and manage test drives.
The first major customer to go live with the new system is Toyota GB, which is employing it for its entire 180-strong dealer network to manage demonstrator bookings and driver licence verification.
Serversys sales director Rodney Green said: “Our DAVIS integration is primarily designed for car dealers who want to improve the cost-effective handling of demo requests from fleet or consumer customers.
“However, this solution can be implemented by any customer using a Microsoft Dynamics 365 or Power Apps solution that would benefit from integrating licence checks within the vehicle demonstration processes. This could include vehicle manufacturers, car rental companies, auction houses, and racing circuits.
“This new automated licence checking process replaces manual verification, reducing the admin burden and cost, and provides a quicker experience for the driver while ensuring credentials are checked accurately and effectively, thus reducing the risk of liability and simplifying demonstrator management,” he added.
DAVIS can confirm if a valid licence check has recently been completed. If not, an email request can be sent to the named driver from Dynamics 365.
Within the system, users can monitor the status of the licence checking process, which may show, for example, that the check is approved, pending, incomplete or declined by the driver, instantaneously providing the user with a demo approval or decline status.
Rules for automatic approval, or rejection, can be defined by each client; for example, the number of penalty points, specific endorsements or newly issued licences may trigger a rejection if required.
The process can also use a combination of CRM data linked to the proposed vehicle model for the demo, which could identify, for example, any younger drivers precluded from driving a high-performance demonstrator.
DAVIS is already used as Derby-based Licence Check’s primary application which was developed to manage occupational road risk from a single platform
Licence Check managing director Keith Allen said: “By integrating DAVIS within Dynamics 365 and other Microsoft Business Applications, Serversys ensures that drivers have had a thorough check of their licences before a test drive takes place, providing proof of eligibility and reducing the risk of any potential liability.
“For high volume businesses such as vehicle manufacturers, dealer groups or car rental companies, this automated ability to verify the status of drivers’ licences is a sure-fire way to guarantee eligibility with maximum accuracy, reliability and efficiency.”